Thursday, July 31, 2014

Best Penny Stocks To Watch Right Now

A common saying says, "Don't judge a book by its cover." Some equally valid words of wisdom for investors could be, "Don't judge a stock by its share price." Despite much readily available information for investors, many people still incorrectly assume that a stock with a small dollar price is cheap, while another with a heftier price is expensive. This misconceived notion can lead investors down the wrong path and into some bad decisions for their money.

The cheapest stocks - "penny stocks" - also tend to be the riskiest. That stock that just went from $40 to $4 might end up at zero. And a stock that goes from $10 to $20 might double again to $40. Looking at a stock's share price is only useful when taking many other factors into account.

Many Factors to Consider
Investors often make the mistake of looking only at stock price, because it is often the most visibly quoted number in the financial press. However, the actual dollar price of a stock means very little unless many other factors are considered. For example, if Company A has a $100 billion market capitalization and has 10 billion shares, while Company B has a $1 billion market capitalization and 100 million shares, both companies will have a share price of $10, but Company A is worth 100 times more than Company B.

Best Industrial Disributor Stocks To Buy Right Now: Tutor Perini Corporation(TPC)

Tutor Perini Corporation, together with its subsidiaries, provides diversified general contracting, construction management, and design-build services to private clients and public agencies worldwide. It operates in three segments: Civil, Building, and Management Services. The Civil segment involves in public works construction, and the repair, replacement, and reconstruction of infrastructure. This segment?s civil contracting services include construction and rehabilitation of highways, bridges, mass transit systems, and wastewater treatment facilities. The Building segment provides services to various specialized building markets for private and public works clients, such as the hospitality and gaming, transportation, healthcare, municipal offices, sports and entertainment, education, correctional facilities, biotech, pharmaceutical, industrial and high-tech markets, electrical and mechanical, plumbing, and HVAC services. The Management Services Segment offers diversifie d construction and design-build services to the United States military and government agencies, surety companies, and multi-national corporations in the United States and internationally. This segment also provides rapid response and contract completion services; and management or general contracting services to fulfill the contractual and financial obligations of the surety on notification from the surety of a contractor bond default. The company was founded in 1894 and is headquartered in Sylmar, California.

Advisors' Opinion:
  • [By Ben Levisohn]

    Shares of Harsco have gained 4.7% to $26.43 today at 1:16 p.m., outpacing other construction & engineering companies. Dycom (DY) has advanced 0.5% to $30, KBR Inc. (KBR) has ticked up 0.1% to $33.03, Worthington Industries�(WOR) has risen 2.8% to $38.85�and Tutor Perini (TPC) has rallied 3.6% to $22.46.

  • [By Travis Hoium]

    What: Shares of construction company Tutor Perini (NYSE: TPC  ) jumped 12% today after the company released earnings.

    So what: First quarter revenue was up 9%, to $992.9 million, and earnings nearly quadrupled, to $0.31 per share. Wall Street expected revenue to be $983.2 million and earnings of just $0.24, so investors were pleasantly surprised by the results.�

  • [By Rich Smith]

    On Wednesday, civil engineering firm Tutor Perini Corp. (NYSE: TPC  ) said the California High-Speed Rail Authority has identified its $985 million bid to design the initial Madera-to-Fresno segment�of California's high-speed railway as the "apparent best value" of all bids received.

  • [By Rich Smith]

    Following up on the news that it's the likely winner of a $985 million contract to design the Madera-to-Fresno segment�of California's new high-speed railway, civil engineering firm Tutor Perini� (NYSE: TPC  ) announced Tuesday that it's scored a second major contract win.

Best Penny Stocks To Watch Right Now: Cash America International Inc.(CSH)

Cash America International, Inc. provides specialty financial services to individuals primarily in the United States and Mexico. The company operates in three segments: Pawn Lending, Cash Advance, and Check Cashing. The Pawn Lending segment offers pawn loans through its pawn lending locations, which operate under the names Cash America Pawn and SuperPawn in the United States, and Prenda Facil in Mexico. This segment also sells previously-owned merchandise acquired from customers who do not redeem their pawned goods, as well as sells items purchased from third-parties or customers. The Cash Advance segment offers unsecured cash advances in selected lending locations that are operated under the names Cash America Payday Advance and Cashland in the United States; and short-term cash advances over the Internet under the names CashNetUSA in the United States, QuickQuid in the United Kingdom, and DollarsDirect in the Canada and Australia. This segment also involves in arranging loans for customers with independent third-party lenders through a credit services organization program; providing marketing and loan processing services for a third-party bank issued line of credit on certain stored-value debit cards that the bank issues; and purchasing a participation interest in certain line of credit receivables originated by the bank. The Check Cashing segment provides check cashing and other financial services, such as stored-value cards, money orders, and money transfers. This segment operates its check cashing locations under the Mr.Payroll name. As of December 31, 2009, it operated 676 pawn lending locations, including 667 company-owned units and 9 unconsolidated franchised units; 246 cash advance locations; and 120 unconsolidated franchised and 6 consolidated company-owned check cashing locations. The company was founded in 1984 and is headquartered in Fort Worth, Texas.

Advisors' Opinion:
  • [By Ben Levisohn]

    Upgrades had a big impact on stocks today. Wendy’s (WEN), for instance, gained 4.5% to $8.62 after being upgraded to Buy at Argus, while Cash America (CSH) advanced 3.7% to $44.32 after being upgraded to Market Outperform from Market Perform at JMP Securities. Walgreen (WAG) proved the big winner in the S&P 500 after�Goldman Sachs called the stock a Conviction Buy.

Best Penny Stocks To Watch Right Now: Archer-Daniels-Midland Company(ADM)

Archer Daniels Midland Company procures, transports, stores, processes, and merchandises agricultural commodities and products in the United States and internationally. It operates in three segments: Oilseeds Processing, Corn Processing, and Agricultural Services. The Oilseeds Processing segment engages in originating, merchandising, crushing, and processing oilseeds, such as soybeans, cottonseed, sunflower seeds, canola, rapeseed, peanuts, flaxseed, and palm into vegetable oils and protein meals. This segment also produces edible soy protein products, including soy flour, soy grits, soy protein concentrates, soy isoflavones, and soy isolates that are used in processed meats, baked foods, nutritional products, snacks, and dairy and meat analogs. The Corn Processing segment involves in corn wet milling and dry milling activities; and produces alcohol, amino acids, and other specialty food and animal feed ingredients, as well as ethyl alcohol. This segment also produces citr ic and lactic acids, lactates, sorbitol, xanthan gum, and glycols that are used in various food and industrial products, as well as astaxanthin, a product used in aquaculture to enhance flesh coloration. The Agricultural Services segment buys, stores, cleans, and transports agricultural commodities, such as oilseeds, corn, wheat, milo, oats, rice, and barley, as well as resells these commodities as food and feed ingredients for the agricultural processing industry. This segment also processes and distributes edible beans, formula feeds, and animal health and nutrition products. In addition, the company engages in milling wheat, corn, and milo into flour, as well as produces bakery products and mixes, wheat starch, gluten, and cocoa products that are sold to the baking industry; and involves in financial activities related to private equity fund investments, and futures commission merchant activities. Archer Daniels Midland Company was founded in 1898 and is based in Decatur, Illinois.

Advisors' Opinion:
  • [By Cameron Swinehart]

    Going forward I will be looking to add investments on my watchlist and trim other positions. It will be interesting to see how an overweight commodity portfolio will perform relative to the rest of the market.

     Cost Basis# SharesCurrent Price% of PortfolioCurrent ValueReturnMetal/Miners      Sprott Physical Gold Trust (PHYS)$12.4985$11.043.75%$938.40-13.13%Sprott Physical Silver Trust (PSLV)$7.95125$8.744.37%$1,092.509.04%FreePort-McMoran (FCX)$31.6731$33.874.20%$1,049.976.50%Ishares MSCI Global Gold Miners ETF (RING)$13.0695$10.644.04%$1,010.80-22.74%Energy      Statoil ASA(STO)$21.7940$22.683.63%$907.203.92%Vanguard Natural Resources LLC (VNR)$27.5636$27.874.01%$1,003.321.11%ConocoPhillips (COP)$63.6822.43$71.006.37%$1,592.5310.31%Agriculture      CVR Partner LP (UAN)$26.3630.9$18.932.34%$584.94-39.25%Adecoagro$6.78125$7.443.72%$930.008.87%Archer-Daniels Midland (ADM)$34.8030$37.244.47%$1,117.206.55%Mixed Commodity      Powershares DB Commodity Index (DBC)$26.3540$25.954.15%$1,038.00-1.54%Sprott Resource Corp$3.34400$2.714.34%$1,084.00-23.25%    Total % of portfolio49.40%               Cost Basis12,666.00      Current Value12,348.86      Return-2.50%  Source: Investing For The Future Surge In Commodity Prices

    Disclosure: I am long ADM, FCX, UAN, AGRO, RING, VNR, SCPZF.PK, COP, DBC, PHYS, PSLV. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. (More...)

  • [By Maxx Chatsko]

    That missing production is a slight blow in the short term. SRN was only going to contribute 2,500 MT of oils by the end of 2014 and, if expanded further, only 25,000 MT. By contrast, Solazyme will capture much larger production volumes with its partner Archer Daniels Midland (NYSE: ADM  ) and in its joint venture with Bunge (NYSE: BG  )

  • [By Anora Mahmudova]

    Archer Daniels Midland Co.�� (ADM) fourth-quarter adjusted earnings beat expectations. Shares gave up earlier gains and were 1.1% lower.

Best Penny Stocks To Watch Right Now: Service Corporation International(SCI)

Service Corporation International provides deathcare products and services in the United States, Canada, and Germany. Its funeral service and cemetery operations consist of funeral service locations, cemeteries, funeral service/cemetery combination locations, crematoria, and related businesses. The company provides various professional services relating to funerals and cremations, including the use of funeral facilities and motor vehicles, and preparation and embalming services. It also sells funeral related merchandise, including caskets, burial vaults, cremation receptacles, cremation memorial products, flowers, and other ancillary products and services at funeral service locations. The company?s cemeteries provide cemetery property interment rights, including mausoleum spaces, lots, and lawn crypts; and sell cemetery related merchandise and services comprising stone and bronze memorials, markers, merchandise installations, and burial openings and closings. It also sells preneed funeral and cemetery products and services whereby a customer contractually agrees to the terms of certain products and services to be delivered and performed in the future. As of December 31, 2009, Service Corporation operated 1,254 funeral service locations and 372 cemeteries, including 208 combination locations, covering 43 states in the United States, 8 Canadian provinces, the District of Columbia, and Puerto Rico, as well as 12 funeral homes in Germany. The company was founded in 1962 and is headquartered in Houston, Texas.

Advisors' Opinion:
  • [By Chris Katje]

    Service Corporation (SCI), the largest funeral home operator in the United States, made news last week with its large acquisition of Stewart Enterprises (STEI). The acquisition was well received by investors, as shares rose 8% on the day of the announcement. Together, the two companies will see huge cost savings advantages and a backlog that is currently undervalued.

  • [By Rich Duprey]

    In what is seemingly becoming a more acrimonious set of negotiations, the Teamsters representing directors and drivers accused management of Service Corp International� (NYSE: SCI  ) of trying to force a strike vote by rejecting the union's "last and best" offer.

Best Penny Stocks To Watch Right Now: BGC Partners Inc.(BGCP)

BGC Partners, Inc. operates as a financial intermediary to the financial markets specializing in the brokering of various financial products. It provides electronic marketplaces, including government bond markets, spot foreign exchange, foreign exchange options, corporate bonds, and credit default swaps in various financial markets through its eSpeed- and BGC Trader- branded trading platform which can be accessed through its high speed data network, over the Internet, or third party communication networks. The company?s brokerage services include trade execution, broker-dealer services, clearing, processing, information, and other back office services, as well as cover various products, including fixed income securities, interest rate swaps, foreign exchange, equities, equity derivatives, credit derivatives, commodities, futures, and structured products. It also provides financial technology solutions, market data, and analytics related to financial instruments and markets . In addition, the company offers customized screen-based market solutions, which enables its clients to develop a marketplace, trade with their customers, issue debt, trade odd lots, access program trading interfaces, and access its network and intellectual property. Further, it licenses intellectual property portfolio and software solutions to various financial markets participants; and provides software development, software maintenance, customer support, infrastructure, and internal technology services to support electronic trading platforms. The company serves banks, broker-dealers, investment banks, trading firms, hedge funds, governments, investment firms, professional trading firms, futures commission merchants, and other professional market participants and financial institutions in the United States, the United Kingdom, France, Asia, Europe, Africa, the Middle East, and other Americas. The company was founded in 1999 and is based in New York, New York.

Advisors' Opinion:
  • [By Brian Womack]

    ��t�� a defensive strategy because R&D costs are going up and the number of customers is going down,��said Amir Anvarzadeh, a manager of Japanese equity sales at BGC Partners Inc. (BGCP) in Singapore. ��his tells you there�� a problem in the industry.��

  • [By Eric Volkman]

    BGC Partners (NASDAQ: BGCP  ) is waxing optimistic about its current quarter. The company updated its previously issued guidance, indicating that its nearly complete Q2 will come in at the higher end of the range for revenues and EPS. The former was for distributable earnings revenue of $435 million-$465 million, while the latter anticipated pre-tax distributable earnings of $42 million-$53 million.

Best Penny Stocks To Watch Right Now: China Ceramics Co. Ltd.(CCCL)

China Ceramics Co., Ltd. engages in the manufacture and sale of ceramic tiles used for exterior siding, interior flooring, and design in residential and commercial buildings primarily in the People's Republic of China. It offers porcelain tiles, glazed tiles, glazed porcelain tiles, rustic tiles, and ultra-thin tiles under the Hengda, Hengdeli, TOERTO, and WULIQIAO brand names. The company primarily sells its products through a distributor network, as well as directly to property developers. China Ceramics Co., Ltd. is based in Jinjiang City, the People's Republic of China.

Advisors' Opinion:
  • [By Lisa Levin]

    China Ceramics Co (NASDAQ: CCCL) shares fell 2.40% to touch a new 52-week low of $1.63. China Ceramics shares have dropped 35.27% over the past 52 weeks, while the S&P 500 index has gained 19.70% in the same period.

Best Penny Stocks To Watch Right Now: American Capital Ltd.(ACAS)

American Capital, Ltd. is a private equity and venture capital firm specializing in management and employee buyouts, mezzanine, acquisition, recapitalization, middle market, and growth capital investments. The firm seeks to invest in senior debt mezzanine and equity financing for buyouts of private equity firms and direct in private and public companies. It also invests in special situations and in government. In special situations, the firm invests in troubled situations and in distressed situations. In this area, it invests in acquisitions of true turnarounds, 363 auctions, portfolio add-ons, operationally challenged companies; financings in exit, ABL loans, second lien refinance, and direct lending to distressed companies. The firm invests in manufacturing, services, and distribution companies with a special focus on energy sector. In energy production sector, the firm invests in lower risk oil and gas exploration, production and development; natural gas liquids; coal m ining and coal-fired generation; uranium mining and nuclear-fired generation; wind-powered generation; and solar-powered generation. In energy transmission sector, the firm invests in oil and gas pipelines; LNG tankers and regasification facilities; and power transmission. In energy distribution sector, it targets propane distribution; gas distribution; electricity distribution. In energy services sector, the firm invests in oil and gas services and utility services. The firm also targets investments in companies that provide services or products to federal, state or local governments. It seeks to invest in information technology, human resources/benefit administration, outsourcing, transaction processing, engineering and construction, logistics, original equipment manufacturers ? homeland security and component, after market parts and supplies, and technology. It invests as lead or participative investor. The firm and its affiliates invest from $5 million to $300 million pe r company in North America and ?5 million ($6.92520 millio! n) to ?25 million ($34.6260 million) per company in Europe. American Capital, Ltd. was founded in 1986 and is based in Bethesda, Maryland with additional offices in United States, Europe, and Asia.

Advisors' Opinion:
  • [By BDC Buzz]

    FDUS is one of the few BDCs to consistently grow its NAV on a quarterly basis over the last two years. This is because most BDCs are regulated investment companies ("RIC") required to distribute at least 90% of capital gains, dividends and interest to shareholders to avoid taxation at the corporate level and 98% of net investment income to avoid paying a 4% excise tax. Excluding American Capital (ACAS) which converted from a RIC to a Subchapter C and does not pay a dividend, only a few BDCs have been able to pay a healthy dividend while increasing value per share - as discussed in "Triangle Capital: Is It Priced For Total Return?" including Main Street Capital (MAIN) and Triangle Capital (TCAP).

  • [By James Brumley]

    The market’s starting to realize the selloff was an errant one, as DHI shares are perking up again. There’s still a ways to go before the stock’s back to where it started, though.

    American Capital Ltd (ACAS)

    12/2 Price: $15.29

  • [By Amanda Alix]

    The hunt for yield has led many investors to the doorsteps of mortgage REITs and business development companies, both of which are legally required to hand over 90% of their profits to shareholders in order to enjoy special tax status. With few exceptions, such as American Capital (NASDAQ: ACAS  ) , these BDCs often pay out healthy dividends, providing double-digit yields similar to many mREITs.

Top Stocks To Watch For 2015

Top Stocks To Watch For 2015: Superior Energy Services Inc.(SPN)

Superior Energy Services, Inc. provides specialized oilfield services and equipments to serve the production and drilling-related needs of oil and gas companies. It operates through three segments: Subsea and Well Enhancement; Drilling Products and Services; and Marine. The Subsea and Well Enhancement segment provides integrated subsea and engineering services, coiled tubing, electric line, pumping and stimulation, gas lift, well control, hydraulic workover and snubbing, recompletion, stimulation and sand control equipment and services, well evaluation, offshore oil and gas tank, vessel cleaning, decommissioning, plug and abandonment, and mechanical wireline services. This segment also manufactures and sells drilling rig instrumentation equipments; and involves in the production and sale of oil and gas from its properties in the Gulf of Mexico. The Drilling Products and Services segment manufactures, sells, and rents equipments for use with offshore and onshore oil and gas well drilling, completion, production, and workover activities. This segment?s products and services include pressure control equipment, drill pipe and landing strings, connecting iron, handling tools, stabilizers, drill collars, and on-site accommodations. The Marine segment owns and operates a fleet of liftboats in the Gulf of Mexico. The company operates 25 rental liftboats with leg lengths ranging from 145 feet to 265 feet. Superior Energy Services, Inc. sells its products and services in Latin America, North America, North Sea and Europe, the Middle East, West Africa, and the Asia Pacific region. The company was founded in 1991 and is based in New Orleans, Louisiana.

Advisors' Opinion:
  • [By Ben Levisohn]

    As a result, the knives have come out. Cowen’s analysts downgraded six stocks–Baker Hughes (BHI), Cameron International (CAM), Na! bors Industries (NBR), CGG (CGG), Superior Energy Services (SPN) and Helmerich & Payne (HP)–and cut their estimates on even more. Its analysts explain why:

  • [By Sara Murphy]

    Basic Energy Services (NYSE: BAS  ) derived more than a quarter of 2012 revenues from its fluid services unit. Its operations rely heavily on the legacy model of hauling water. Superior Energy Services (NYSE: SPN  ) counts on its traditional fluid services offerings for about 20% of revenues.

  • [By David Smith]

    Superior Energy Services (NYSE: SPN  )
    The largest of the three "smaller" oil-field services companies for this discussion carries an approximately $4.4 billion market cap. The Houston-based company has been accorded a rating of 1.6 by the analysts, with no single rating below a buy. (All three of the companies discussed here are headquartered in Houston. But that's a coincidence, not a requirement.)

  • source from Top Stocks For 2015:http://www.topstocksblog.com/top-stocks-to-watch-for-2015.html

Wednesday, July 30, 2014

5 Best Retail Stocks For 2015

5 Best Retail Stocks For 2015: SK3 Group Inc (SKTO)

SK3 Group, Inc. (SK3), formerly CTT International Distributors Inc., is a development-stage company. The Company was formed by the merger of Slabsdirect.com, Inc. and CTT International Distributors Inc. SK3 has one subsidiary, CTT Distributors Ltd., which is the operating company. SK3 is in the e-commerce business and provides non-branded computer and electronic merchandise at discount prices to the Internet consumer through its Website www.cheaperthanthem.com. The Website is hosted by Ezyra E-Business Services, an unrelated party, which charges SK3 an annual fee to host the Website. In December 2009, Healthcare of Today, Inc. acquired controlling interest in the Company. In December 2009, the Company acquired NuvoDigital Technology, Inc., a data security technology firm based in Salt Lake City. In addition, in December 2009, the Company's parent company Healthcare of Today, Inc. acquired Xenotis Pty Ltd. In February 2011, the Company acquired PRN Registry. In March 2011, the Company completed the acquisition of HealthStaff Training Institute. In March 2011, the Company acquired W&M Medical Management, Inc. Effective March 14, 2013, the Company acquired Medical Greens, a provider of medical logistics services.

SK3 has a direct business, in which it buys and takes possession of excess electronic and computer inventory for resale (Direct Business). In addition, SK3 has a fulfillment partner business, in which SK3 facilitates the sale of merchandise of other retailers, cataloguers or manufacturers (Fulfillment Associates) through the Website (Fulfillment Business). For both the direct business and fulfillment business, SK3 has developed a consumer and a wholesaler sales channel.

SK3s Direct Business involves buying and taking possession of inventory for resale. The Company offers moving picture experts group layer-3 audio (MP3) players and a frequency modulation (FM) ! transmitter accessory for MP3 players on the We bsite. SK3 seeks to become an online retailer offering non-b! randed electronic and computer merchandise for sale over the Internet. SK3s Fulfillment Business sells merchandise of Fulfillment Associates through the Website. SK3 manages the orders collected for the Fulfillment Associates through the Website and forwards the orders on to the Fulfillment Associate, who then fills the order. The Fulfillment Associates perform essentially the same operations as a warehouse: order picking and shipping.

Advisors' Opinion:
  • [By James E. Brumley]

    Truth be told, it's not clear if SK3 Group Inc. (OTCMKTS:SKTO) is best described when compared to a name like Cerner Corporation (NASDAQ:CERN), or to a Gentiva Health Services, Inc. (NASDAQ:GTIV). The company's got elements of both major industries being represented by CERN and GTIV (home health care, and information technology), with the addition of another budding industry thrown into the mix. One thing IS clear though... SKTO shares have decidedly reversed a nasty downtrend, and may now be one of the market's best small cap healthcare speculative trades.

  • source from Top Penny Stocks For 2015:http://www.seekpennystocks.com/5-best-retail-stocks-for-2015.html

Tuesday, July 29, 2014

5 Best Heal Care Stocks To Watch For 2015

5 Best Heal Care Stocks To Watch For 2015: Hersha Hospitality Trust (HT)

Hersha Hospitality Trust, a real estate investment trust, engages in the ownership and operation of mid scale limited service hotels in the Eastern United States. As of June 30, 2005, it owned interests in 35 hotels, including 4 hotels owned through joint ventures in Pennsylvania, New York, New Jersey, Maryland, Georgia, Connecticut, and Massachusetts. The company has elected to be taxed as a REIT under the Internal Revenue Code. As a REIT, Hersha would not be subject to income tax to the extent it distributes at least 90% of its taxable income to its stockholders. The company was founded in 1998 and is headquartered in New Cumberland, Pennsylvania.

Advisors' Opinion:
  • [By Markus Aarnio]

    American Hotel Income Properties' competitors include Hospitality Properties Trust (HPT), RLJ Lodging Trust (RLJ), and Hersha Hospitality Trust (HT).

  • source from Top Penny Stocks For 2015:http://www.seekpennystocks.com/5-best-heal-care-stocks-to-watch-for-2015.html

Monday, July 28, 2014

IVA International Fund Second Quarter 2014 Review

The IVA International Fund (Trades, Portfolio) Class A (NAV) ("the Fund") ended the quarter on June 30, 2014 with a return of 2.50% compared to the MSCI All Country World Index (ex-U.S.) ("Index") return of 5.03%. This brings our year-to-date return to 4.46% versus the Index return of 5.56% for the same period.

Global equity markets continued to move higher this period with the S&P 500 Index reaching a record high close in mid-June despite a still murky economic picture. Towards the end of the quarter, it was announced that U.S. GDP growth fell -2.9% in the first quarter of 2014 and the Bank for International Settlements (BIS) warned in its annual report published in June that "buoyant financial markets are out of sync with the shaky global economic and geopolitical outlook."

Discovering new securities to buy remains difficult because we view equity markets as fully valued; however, we continue to search stock by stock. Over the quarter we found a few opportunities in equities, namely in South Korea, in consumer discretionary, and in technology, which brought our equity exposure up to 58.6% on June 30 from 54.4% on March 31. Since a few securities reached or are close to what we view as their intrinsic value, we trimmed or sold those, mostly in France. Our cash exposure totaled 26.2% at quarter-end, down from 29.3% last quarter. We remain comfortable with our cash position despite rising markets and we believe that to see the real return on our cash, one will have to see how we put it to work years from now. Only then can the true return on cash be fully understood and measured.

This quarter, our equities averaged a gain of 4.9% versus those in the Index gaining 5.0%1. Year-to- date our stocks have outperformed, up 9.1% versus the Index up 5.5%1. Stocks in Japan added the most to our return this quarter, 1.6%, by averaging a gain of 9.4% versus those in the Index up 6.7%. We benefited from good performance from a top 10 position as well as a few consumer discretionary stocks. In addition, our consumer discretionary stocks were the top performing sector this quarter and collectively contributed 0.8% to our return by averaging a gain of 5.0% versus those in the Index up 3.7%. The next top sector contributing to our return was health care, which averaged a gain of 9.6% and added 0.6% to our return, helped by solid performance from a Japanese stock. The Fund's holdings in Hong Kong also added about 0.3% to our return. A couple countries marginally detracted from our return this quarter. Together, Belgium, Finland, Germany, and Indonesia detracted almost -0.1% from our return. Also, our technology stocks underperformed those in the Index this period, averaging a return of -1.9% versus the Index up 5.9%, and detracted about -0.1% from our return. This was due in part to poor performance from a top 10 position. We took advantage of the stock price decline over the quarter and added to our position as we believe this is a quality service company with good management and excellent long term international growth opportunities that remains reasonably priced.

Over the quarter, especially in June, gold bullion performed well by averaging a return of 3.6% and adding 0.1% to our return. We remain comfortable with our gold allocation of 3.1% at quarter-end and believe it continues to serve as a good hedge against extreme outcomes (inflation or deflation).

We did not find any new opportunities in fixed income this period, therefore our corporate bond exposure totaled 6.1% and our sovereign bond exposure totaled 6.2% at period end. Collectively fixed income added 0.1% to our return this quarter.

Over the period our technology exposure rose to 7.7% from 5.8% on March 31. We added a new position in a technology company in South Korea (a top 10 position). We believe this company has a strong competitive position along with a low cost structure. Furthermore, the company has a substantial amount of cash and financial investments on the balance sheet, currently has a high return on equity, and trades at low multiples of our estimated normalized profits.

We increased our exposure to a few equities in India, China (through Hong Kong listed equities), and Hong Kong over the period that we believe are still trading at reasonable valuations. This brought our exposure to these three countries up to 7.2% at quarter-end from 5.8% on March 31. In Japan, equity markets are having a slower start to this year, following the Nikkei 225 Index rising over 50% (in Japanese yen) in 2013. We are pleased with our stock picking in Japan year-to-date as our stocks there averaged a gain of 12.2% versus those in the Index at 0.7%. We think this is mostly due to the types of companies we own; small and mid-cap, local companies that are undiscovered or misunderstood, and exposed primarily to the local economy, not exports. Despite the strong equity market performance last year, we still think some companies remain reasonably priced in Japan and over the quarter we added to a few existing positions that we think are still attractively valued, bringing our Japanese equity exposure up to 18.3% from 16.4% last quarter. As of June 30, 2014 our currency hedges were: 69.6% Japanese yen, 45.5% euro, 29.3% South Korean won, and 20.7% Australian dollar, and collectively they detracted about -0.2% from our return this quarter.

Even though this investment environment (low interest rates, high corporate profit margins) might tempt some portfolio managers to change their investment thinking, at IVA, we continue to stay true to our discipline. Our primary focus is to preserve capital and attempt to deliver a solid absolute return, in excess of nominal GDP growth, by only investing in securities that we believe offer a sufficient margin of safety. We believe too many imbalances still exist in the global economy and there is a reason why interest rates around the world are so low today.

1 The benchmark equity return excludes gold mining stocks.

Performance Information

(as of June 30, 2014)

Average Annual Total Returns

Since Inception

Class

3 Months

YTD

1 Year

3 Year

5 Year

10/1/08

A (NAV)

2.50%

4.46%

14.38%

7.13%

11.38%

11.39%

A (w/ 5% sales charge)

-2.65%

-0.77%

8.63%

5.32%

10.25%

10.40%

C

2.30%

4.10%

13.59%

6.34%

10.55%

10.54%

I

2.50%

4.58%

14.70%

7.39%

11.67%

11.66%

MSCI All Country World Index (ex-U.S.) (Net)

5.03%

5.56%

Top Cheap Companies To Invest In 2015

Top Cheap Companies To Invest In 2015: Bank of America Corporation(BAC)

Bank of America Corporation, a financial holding company, provides banking and nonbanking financial services and products to individuals, small- and middle-market businesses, large corporations, and governments in the United States and internationally. The company?s Deposits segment generates savings accounts, money market savings accounts, certificate of deposits, and checking accounts; and Global Card Services segment provides the U.S. consumer and business card, consumer lending, international card and debit card services. Its Home Loans & Insurance segment offers consumer real estate products and services, including mortgage loans, reverse mortgages, home equity lines of credit, and home equity loans. It also provides property, disability, and credit insurance. The company?s Global Commercial Banking segment offers lending products, including commercial loans and commitment facilities, real estate lending, leasing, trade finance, short-term credit, asset-based lending, and indirect consumer loans; and capital management and treasury solutions, such as treasury management, foreign exchange, and short-term investing options. Its Global Banking & Markets segment provides financial products, advisory services, settlement, and custody services; debt and equity underwriting and distribution, merger-related advisory services, and risk management products; and integrated working capital management and treasury solutions. The company?s Global Wealth & Investment Management segment offers investment and brokerage services, estate management, financial planning services, fiduciary management, credit and banking expertise, and asset management products. Bank of America Corporation serves customers through a network of approximately 5,900 banking centers and 18,000 automated teller machines. It was formerly known as NationsBank Corporation and changed its name on October 1, 1998. Bank of America Corporation was founded in 1874 a! nd is based in Charlott e, North Carolina.

Advisors' Opinion:
  • [By Reuters]

    Andrew Harrer/Bloomberg via Getty ImagesThe Dow Jones news ticker in Times Square, New York City. NEW YORK -- Investment bank Goldman Sachs Group (GS), credit-card company Visa (V), and footwear Nike (NKE) will join the blue chip Dow Jones industrial average (^DJI) Dow Jones industrial average, the index managers said Tuesday, in the biggest shake-up for the 30-stock average in nearly a decade. The three companies will replace Bank of America (BAC), Hewlett-Packard (HPQ) and Alcoa (AA), all lower-priced stocks that exert a lesser pull on the price-weighted index. The changes will be effective on Sept. 23, S&P Dow Jones Indices said in a statement. The average, first established in 1896, includes 30 stocks, but very little money is indexed to its performance, unlike the broader Standard & Poor's 500 (^GSPC) or other indexes. In addition, because it is weighted by price, companies that are smaller in value with higher prices have more influence on the average. "Wow, those are big changes," said Tim Ghriskey, chief investment officer of Solaris Group in Bedford Hills, N.Y. "The Dow is really an antiquated index. It is price-weighted, which makes no sense. But there are still are some people that pay attention to it, and some technicians, so it has an influence on some people." Google (GOOG) and other names were considered for inclusion but passed over because of high stock prices, David Blitzer, managing director and chairman of the S&P Index Committee, told CNBC. The index manager said the changes were prompted by the low stock price of the three companies slated for removal and a desire to diversify the make-up of the index. Alcoa, in particular, has been seen as a candidate for elimination for some time, as the stock's market value of $8.5 billion is easily the lowest in the average. It is the first three-for-three change to the index since April 8, 2004, when American ! Internati! onal Group (AIG), Pfizer (PFE) and Verizon (VZ) replaced AT&

  • [By James E. Brumley]

    Seacoast Banking Corporation of Florida (NASDAQ:SBCF) is certainly no Citigroup Inc. (NYSE:C) or Bank of America Corp. (NYSE:BAC), but then again, that may be a good thing - both larger banks are still dealing with the headaches of their sheer size. The smaller bank is far more nimble, and better still, appears to be on the verge of doling out a huge reward for shareholders.

  • source from Top Penny Stocks For 2015:http://www.topstocksforum.com/top-cheap-companies-to-invest-in-2015.html

Sunday, July 27, 2014

Hot Specialty Retail Stocks To Buy For 2015

Hot Specialty Retail Stocks To Buy For 2015: CSS Industries Inc (CSS)

CSS Industries, Inc. (CSS), incorporated on November 5, 1923, is a company primarily engaged in the design, manufacture, procurement, distribution and sale of seasonal and all occasion social expression products, principally to mass market retailers. These seasonal and all occasion products include gift wrap, gift bags, gift boxes, gift card holders, boxed greeting cards, gift tags, decorative tissue paper, decorations, classroom exchange Valentines, decorative ribbons and bows, floral accessories, Halloween masks, costumes, make-up and novelties, Easter egg dyes and novelties, craft and educational products, stickers, memory books, stationery, journals, notecards, infant and wedding photo albums, scrapbooks, and other gift items that commemorate lifes celebrations. In September 5, 2012, it sold the Halloween portion of its Paper Magic business to Gemmy Industries (HK) Limited.

CSS product provides its retail customers the opportunity to use a single ven dor for much of their seasonal product requirements. A substantial portion of CSS products are manufactured, packaged and/or warehoused in 10 facilities located in the United States, with the remainder purchased primarily from manufacturers in Asia and Mexico. The Companys products are sold to its customers by national and regional account sales managers, sales representatives, product specialists and by a network of independent manufacturers representatives. The Companys principal operating subsidiaries include Paper Magic Group, Inc. (Paper Magic), Berwick Offray LLC (Berwick Offray) and C.R. Gibson, LLC (C.R. Gibson). CSS designs, manufactures, procures, distributes and sells a range of seasonal consumer products primarily through the mass market distribution channel. Christmas products include gift wrap, gift bags, gift boxes, gift card holders, boxed greeting cards, gift tags, decorative tissue paper and decorations. CSS Valentine product offerings inclu! d e classroom exchange Valentine cards and other related Valen! tine products, while its Easter product offerings include Dudleys brand of Easter egg dyes and related Easter seasonal products. CSS also designs and markets decorative ribbons and bows, all occasion boxed greeting cards, gift wrap, gift bags, gift boxes, gift card holders, decorative and waxed tissue, decorative films and foils, stickers, memory books, stationery, journals, notecards, infant and wedding photo albums, scrapbooks, floral accessories and other gift and craft items to its mass market, craft, specialty and floral retail and wholesale distribution customers, and teachers' aids and other learning oriented products to the education market through mass market retailers, school supply distributors and teachers' stores. Key brands include Paper Magic, Berwick, Offray, C.R. Gibson, Markings, Creative Papers, Tapestry, Dudleys, Don Post Studios, Eureka, Learning Playground, Stickerfitti and iota. Key brands include Paper Magic, Berwick, Offray, C.R. Gibson, Markin gs, Creative Papers, Tapestry, Seastone, Dudleys, Eureka, Learning Playground and Stickerfitti.

CSS operates 10 manufacturing and/or distribution facilities located in Pennsylvania, Maryland, New Hampshire, South Carolina, Alabama and Texas. Its boxed greeting cards are produced by Asian manufacturers to the Companys specifications. Halloween make-up and Easter egg dye products are manufactured in Asia to specific formulae by contract manufacturers who meet regulatory requirements for the formularization and packaging of such products. Ribbons and bows are primarily manufactured and warehoused in seven facilities located in Pennsylvania, Maryland, South Carolina and Texas. Memory books, stationery, journals and notecards, infant and wedding photo albums, scrapbooks, and other gift items are imported from Asian manufacturers and warehoused and distributed from a distribution facility in Florence, Alabama. Floral accessories, including pot covers, foil, waxe d ! tissue, s! hred, aisle runners, corsage bags and other paper! and film! products, are manufactured in a facility located in Milford, New Hampshire and Juarez, Mexico. Manufacturing includes gravure and flexo printing, waxing and converting. Products are warehoused and distributed from a distribution facility in Berwick, Pennsylvania. Other products including, but not limited to, decorative tissue paper, all occasion gift wrap, gift tags, gift bags, gift boxes, gift card holders, classroom exchange Valentine products, Halloween masks, costumes and novelties, Easter products, decorations and school products are designed to the specifications of CSS and are imported primarily from Asian manufacturers.

Advisors' Opinion:
  • [By Rich Duprey]

    Gifts makerCSS Industries (NYSE: CSS  ) announced yesterday its second-quarter dividend of $0.15 per share, the same rate it's paid since 2008.

  • source from Top Penny Stocks For 2015:http://www.topstocksforum.com/hot-specialty-retail-stocks-to-buy-for-2015-2.html

Saturday, July 26, 2014

Top Regional Bank Stocks To Buy Right Now

The broader stock market didn't seem to mind the fact that first-quarter GDP was revised downwards, and that was especially the case for regional banks today.

Unlike many Wall Street banks, these regional banks are very tied to the American consumer, and they were smiling after hearing today's new numbers.

In this segment of The Motley Fool's everything-financials show,�Where the Money Is, banking analysts Matt Koppenheffer and David Hanson discuss a few stocks moving and shaking on the news.

Banks have been on a comeback trail, leading to big outperformance by bank stocks. But many investors are still spooked by "too big to fail" banking giants and their opaque balance sheets. Could that make regional bank Huntington Bancshares the perfect investment? To help figure out whether Huntington is a buy today, I invite you to read our premium research report on the bank. Click here now for instant access.

Hot Telecom Stocks To Buy For 2015: lululemon athletica inc.(LULU)

Lululemon Athletica Inc., together with its subsidiaries engages in the design, manufacture, and distribution of athletic apparel and accessories for women, men, and female youth primarily in Canada, the United States, and Australia. Its apparel assortments include fitness pants, shorts, tops, and jackets for healthy lifestyle activities, such as yoga, running, and general fitness. The company?s fitness-related accessories comprise bags, socks, underwear, yoga mats, instructional yoga DVDs, and water bottles. It sells its products through its retail stores; independent franchises; and a network of wholesale accounts, such as yoga studios, health clubs, and fitness centers, as well as directly to consumers through e-commerce. As of May 1, 2011, the company had 142 corporate-owned and franchise stores under the lululemon athletica and ivivva athletica brand names. Lululemon Athletica Inc. was founded in 1998 and is based in Vancouver, Canada.

Advisors' Opinion:
  • [By Louis Navellier]

    In the past few weeks, everything apparel retail stocks have been crushed by the stock market. The headline retail stocks like Lululemon (LULU) and Sketchers USA (SKX) have seen declines of 20% or more as sales have failed to live up to expectations.

Top Regional Bank Stocks To Buy Right Now: Embraer SA (EMBR3)

Embraer SA is a Brazil-based holding company primarily engaged in the manufacture of aircrafts. The Company�� business activities are divided into three business segments: Commercial Aviation; Defense and Security Business, and Executive Aviation. The Commercial Aviation segment is involved in the development, production and sale of commercial jets, as well as in the provision of support services, with emphasis on the regional aviation industry and aircraft leasing. The Defense and Security Business segment mainly includes the research, development, production and modification of defense aircrafts as well systems and software design. Through the Executive Aviation segment, the Company is active in the development, production and sale of business jets, provision of support services related to this sector of the market and aircraft leasing. The Company has subsidiaries, affiliated companies and representative offices in Brazil, the United States, France, Holland and China, among others. Advisors' Opinion:
  • [By Ney Hayashi]

    The Ibovespa dropped for a third day as planemaker Embraer SA (EMBR3) led losses among exporters on speculation that a strengthening local currency will erode revenue from outside Brazil.

  • [By Lyubov Pronina]

    Most emerging-market stocks fell as Samsung Electronics Co.�� earnings missed estimates and planemaker Embraer SA (EMBR3) posted a surprise loss. Turkish stocks capped the biggest weekly loss since June after policy makers raised borrowing costs.

Top Regional Bank Stocks To Buy Right Now: Adept Technology Inc.(ADEP)

Adept Technology, Inc., together with its subsidiaries, provides intelligent robotics systems and services for packaging, solar, medical, disk drive/electronics, machine tool automation, and automotive electronics markets. Its product range includes application software, integrated real-time vision and multi-axis motion controls, machine vision systems and software, autonomous navigation software and controls, industrial robots and grippers, autonomous service robots, intelligent automated guided vehicles (AGVs), and advanced vision-based flexible parts feeders. The company offers 4-axis Cobra family of robots, which are designed for assembly and material handling tasks; Adept Quattro parallel robots for high-speed packaging, assembly, and loading/unloading applications; Adept Viper 6-axis articulated robots for high-speed precision assembly; Modular Adept Python single axis robot mechanisms; and mobile robots, including autonomous service robots and intelligent AGVs. It a lso provides support services to customers, including spare parts for and/or remanufacture of robot mechanisms; information regarding the use of its automation equipment; ongoing support for installed systems; consulting services for applications; and training courses ranging from system operation and maintenance to programming for manufacturing engineers, who design and implement automation lines. The company markets its products through its direct sales force, as well as through systems integrators, sales representatives, distributors, and original equipment manufacturers primarily in the United States, Europe, and Asia. Adept Technology, Inc. was founded in 1983 and is headquartered in Pleasanton, California.

Advisors' Opinion:
  • [By GuruFocus]

    George Soros (Trades, Portfolio) just reported his first quarter portfolio. He buys Citrix Systems Inc, Baker Hughes Inc, Comcast Corp, Spansion Inc, etc during the 3-months ended 03/31/2014, according to the most recent filings of his investment company, Soros Fund Management LLC. As of 03/31/2014, Soros Fund Management LLC owns 305 stocks with a total value of $10.1 billion. These are the details of the buys and sells.New Purchases: BHI, CODE, CTRP, CLI, AVB, COMM, CNQ, AGO, AUY, ATML, ASH, BXMT, CSTM, AEM, CMA, ARE, CHKP, AUQ, BEAV, CX, ADSK, AALCP, BLK, AIG, BIIB, ADEP, AMRI, ARWR, ATHX, BALT, BCRX, BEAT, CFX, CLFD, CUR, CODE,Added Positions: CTXS, CMCSA, CNP, ALTR, BRCD, CBS, CRM, CHTR, CCJ, CIEN, BIDU, ALLE, ABT, CDNS, ACT,Reduced Positions: AAPL, CCI, AMT, ABBV, AAL, BITA, AL, ANGI, ARIA, CBST, BA, BIRT, EXAR,Sold Out: C, BAC, CRI, AMZN, AGN, CF, BRCM, COTY, BMY, AMCX, CAR, A, ADBE, AFL,For the details of George Soros (Trades, Portfolio)'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=George+SorosThis is the sector weightings of his portfolio:Technology18.9%Energy14%Healthcare8.3%Consumer Defensive8.2%Communication Services8.1%Consumer Cyclical5.4%Industrials5.1%Basic Materials4.9%Financial Services2.5%Real Estate1.9%Utilities0.5%These are the top 5 holdings of George Soros (Trades, Portfolio)1. Teva Pharmaceutical Industries Ltd (TEVA) - 10,310,041 shares, 5.4% of the total portfolio. Shares added by 10.67%2. Herbalife Ltd (HLF) - 4,901,337 shares, 2.8% of the total portfolio. Shares added by 52.9%3. EQT Corp (EQT) - 2,573,814 shares, 2.5% of the total portfolio. Shares added by 3.27%4. Adecoagro SA (AGRO) - 25,915,076 shares, 2.1% of the total portfolio.5. Halliburton Co (HAL) - 3,596,353 shares, 2.1% of the total portfolio. Shares reduced by 20.73%New Purchase: Baker Hughes Inc (BHI)George Soros (Trades, Portfolio) initiated holdings in Baker Hughes Inc. His purchase prices were between $51.82 and $65.27, with an estimated

  • [By Jake L'Ecuyer]

    Leading and Lagging Sectors
    Technology stocks gained Thursday, with Infinera (NASDAQ: INFN) leading advancers. Meanwhile, gainers in the sector included Envivio (NASDAQ: ENVI), with shares up 2.8 percent, and Adept Technology (NASDAQ: ADEP), with shares up 4.3 percent.

  • [By John Udovich]

    Small cap robotic stock Adept Technology (NASDAQ: ADEP) has put in a very good performance this month verses its immediate peer�iRobot Corporation (NASDAQ: IRBT) as well as against medical robotic stocks like MAKO Surgical (NASDAQ: MAKO), Accuray Incorporated (NASDAQ: ARAY) and Hansen Medical, Inc (NASDAQ: HNSN). I should also mention that we have recently added Adept Technology to our SmallCap Network Elite Opportunity (SCN EO) portfolio (we are up 9% since last week) because we feel robotics is an improving sector as companies aim to reduce overhead and improve efficiencies through machine to machine (M2M) automation.

Top Regional Bank Stocks To Buy Right Now: Kodiak Oil & Gas Corp (KOG)

Kodiak Oil & Gas Corp. (Kodiak) is an independent energy company focused on the exploration, exploitation, acquisition and production of crude oil and natural gas in the United States. Kodiak has developed an oil and natural gas asset base of proved reserves, as well as a portfolio of development and exploratory drilling opportunities on high-potential prospects with an emphasis on oil resource plays. The Company�� oil and natural gas reserves and operations are primarily concentrated in the Williston Basin of North Dakota. As of January 31, 2012, it had approximately 169,000 net acres under lease, including 157,000 net acres in the Bakken oil play in the Williston Basin of North Dakota and Montana. In January 2012, the Company acquired Williston Basin oil and gas producing properties and undeveloped leasehold. On January 10, 2012, it acquired certain oil and gas leaseholds, overriding royalty interests and producing properties located in North Dakota. Advisors' Opinion:
  • [By Arjun Sreekumar]

    In the Bakken, for instance, Kodiak Oil & Gas (NYSE: KOG  ) roughly tripled its average production between 2011 and 2012 and is projecting to double this year's production from last year's levels. And in the Eagle Ford, Chesapeake Energy (NYSE: CHK  ) reported fourth-quarter daily net production of 62,500 barrels per day, representing a whopping 266% year-over-year increase.

Top Regional Bank Stocks To Buy Right Now: Pegasystems Inc.(PEGA)

Pegasystems Inc. develops, markets, licenses, and supports software to automate business processes primarily in the United States, the United Kingdom, and rest of Europe. The company offers PegaRULES Process Commander, which provides a platform to build, deploy, and change enterprise applications; purpose or industry-specific solution frameworks that enable organizations to implement new customer-facing practices and processes, and provide customized or specialized processing to meet the needs of different customers, departments, geographies, or regulatory requirements; and Pega customer relationship management software to automate customer service inquiries and marketing, and apply analytics to predict and adapt customer service processes. It also offers Pega decision management products, which include Pega Decision Strategy Manager and Next-Best-Action Advisor that support decision-making for offer management, risk, and other marketing and customer management solutions; and Pega Cloud, which enables customers to create and/or run Pega applications using an Internet-based infrastructure. In addition, the company provides implementation, consulting, training, and technical support services to its customers. The company markets its software and services primarily through its direct sales force to financial services organizations, healthcare organizations, insurance companies, communications and media organizations, and government agencies. Pegasystems Inc. was founded in 1983 and is headquartered in Cambridge, Massachusetts.

Advisors' Opinion:
  • [By Patricio Kehoe]

    The firm is currently Zacks Rank # 3 - Hold, and it also has a longer-term recommendation of ��utperfom�� For investors looking for a Zacks Rank # 1 ��Strong Buy, Dealertrack Technologies Inc (TRAK), Open Text Corporation (OTEX), Pegasystems Inc. (PEGA) Solera Holdings (SLH) or Ultimate Software Group Inc. (ULTI) could be the options.

Friday, July 25, 2014

Top Dow Dividend Companies To Buy Right Now

Top Dow Dividend Companies To Buy Right Now: Prothena Corporation PLC (PRTA)

Prothena Corporation PLC, incorporated on September 26, 2012, is an Ireland-based, clinical-stage biotechnology company. The Company is engaged in discovering and developing monoclonal antibodies that are directed towards misfolded proteins or improper cell adhesion. Its pipeline includes NEOD001, PRX002 and PRX003. The Companys work in protein misfolding could result in therapies to treat several neurodegenerative diseases, including AL (primary) and AA (secondary) forms of amyloidosis (NEOD001), Parkinson's disease and related synucleinopathies (PRX002). Its cell adhesion development activities could generate new therapies to treat inflammatory diseases and metastatic cancers (PRX003). The Companys program, NEOD001, is in Phase 1. In addition to antibodies directed to neo-epitope targets, it is developing antibodies directed to other targets. The Company has generated antibodies against cell adhesion targets expressed on certain pathogenic Th17 immune cells and tum or cells.

The Companys pipeline also includes several late discovery stage programs for which it is testing antibodies in preclinical models of disease. It is also generating additional antibodies against other targets involved in protein misfolding and cell adhesion for characterization in vivo and in vitro.

NEOD001 for Amyloidosis

NEOD001 is a monoclonal antibody that targets the amyloid that accumulates in both AL and AA forms of amyloidosis. The antibody was designed to not react with normal serum amyloid A and only with the aberrant cleaved form of the protein (amyloid A).

PRX002 for Parkinsons Disease

The Company has generated antibodies targeting alpha-synuclein that may slow or reduce the neurodegeneration associated with synuclein misfolding and/or transmission. It has tested these antibodies in various cellular and animal models of synuclein-related disease. In a transgenic mous! e model of Parkin sons disease, passive immunization with 9E4, a murine ver! sion of PRX002, reduced the appearance of synuclein pathology, protected synapses and improved performance by the mice in behavioral testing. The humanized antibody product candidate PRX002 has advanced into manufacturing and preclinical testing.

PRX003 for Inflammatory Diseases and Cancers

The Company is developing PRX003, a monoclonal antibody targeting MCAM for the potential treatment of inflammatory diseases and cancers. It has generated monoclonal antibodies that block MCAM-mediated cell adhesion and have been shown to delay relapse and severity of relapse in a mouse model of multiple sclerosis known as experimental autoimmune encephalomyelitis. The Companys antibodies are being tested in animal models of inflammatory diseases and cancers. Based on early results from these studies, it has identified a clinical candidate, PRX003. It has advanced this antibody into manufacturing and intends to advance this antibody into preclinical testing.

Advisors' Opinion:
  • [By Lisa Levin]

    Prothena Corporation plc (NASDAQ: PRTA) rose 24.40% to $46.23 after the company reported clinical data to be presented at International Symposium on Amyloidosis. Morgan Stanley raised the price target on the stock from $35.00 to $53.00.

  • source from Top Penny Stocks For 2015:http://www.seekpennystocks.com/top-dow-dividend-companies-to-buy-right-now.html

Thursday, July 24, 2014

Best Heal Care Companies To Buy For 2014

Every year, thousands of investors flock to Omaha to hear the wisdom of Warren Buffett and Charlie Munger. For as long as six hours, with only one break for lunch, the two business legends take questions from investors, the press, and analysts. Appropriately for a shareholders meeting, the focus is the business of Berkshire Hathaway (ticker: BRK.A), but it's not the only topic they discuss.

This year, a young shareholder from New Jersey asked for advice on entrepreneurship. Below are my notes on the shareholder's question, along with responses from Buffett and Munger.

Shareholder: Being a young person without an ability to code or build robots, I don't know technology. If you were 23 years old, what non-tech industry would you start a business in?

Buffett: I'd probably do just what I did at 23. I would go into the investment business and I would look at lots of companies, talk to lots of people, and learn what I could about different industries. One thing I did when I was 23: If I got interested in a coal business, I'd go and see the bosses of eight or 10 coal companies. I'd ask a lot of questions.

Hot Restaurant Companies To Buy For 2015: LiveDeal Inc.(LIVE)

LiveDeal, Inc., together with its subsidiaries, delivers local customer acquisition services for small and medium-sized businesses. It provides online marketing Internet directory services. The company offers InstantProfile, which distributes small businesses? key contact and service information to Internet destinations, including the search engines, Internet directories, and social media networks that enable advertisers to manage their business information in one location and enhance their reach to various destinations a consumer may search for local business services. It also provides online listing services. The company was formerly known as YP Corp. and changed its name to LiveDeal, Inc. in August 2007. LiveDeal, Inc. was founded in 1968 and is headquartered in Las Vegas, Nevada.

Advisors' Opinion:
  • [By James E. Brumley]

    Well, I hate to be the one to say I told you so, but, I told you so. Back on December 11th I said it was time to take a swing on LiveDeal Inc. (NASDAQ:LIVE). The company was causing quite a stir within the investment community, and shares of LIVE were getting more and more bullish traction. All told, LiveDeal shares are up 119% since the look I took less than a month ago, coming out of nowhere, and surprising a lot of people.

  • [By James E. Brumley]

    To be completely fair, investors and consumers alike may understandably roll their eyes regarding any news from, or about, any online-coupon "daily deals" site. We've been down that road before, with names like Groupon Inc. (NASDAQ:GRPN) and LivingSocial. While both sites were interesting and had their day in the sun, it didn't take long for either to lose their luster. And for GRPN, it didn't take long for its early investors to lose a lot of their money. The daily deals premise never really went away, though. It's just been morphing - and right-sizing - into something that's a win for all the parties involved. That's why Groupon and LivingSocial are still around, even if they're just limping by... the premise itself basically works. What if, however, there was a daily deals site that wasn't too far down the wrong digital-coupon path? Enter LiveDeal Inc. (NASDAQ:LIVE).

Best Heal Care Companies To Buy For 2014: Amarok Energy Inc (AMR)

Amarok Energy Inc.(Amarok ), formerly Drako Capital Corp. (Drako) is Canada-based company, engaged in oil and natural gas exploration and development in North America and Colombia. The Company operates in Canada, United States and Colombia. On February 27, 2012, Drako announced the completion of the Qualifying Transaction. On August 22, 2012, Drako Capital Corp. acquired Trilateral Energy Ltd. As part of the business acquisition of Trilateral a net carried working interest of 5% in Block LLA-21 for the two oil wells to be drilled on the Block LLA-21 property was acquired. As part of the business acquisition of Trilateral, oil and gas lease rights located in Montana, USA were acquired. 6,204 net acres (6,949 gross acres) of leases have been secured and approximately seven miles of two-dimensional (2D) seismic was acquired. Advisors' Opinion:
  • [By Holly LaFon]

    Question (From Bill Miller of Legg Mason): The airline industry is plagued with terrible economics. With the pending merger with U.S. Air (LCC) and American (AMR)��the industry has been consistently profitable with double-digit returns. Do you think the industry�� improved economics are likely to improve?

  • [By Dimitra DeFotis]

    A more temporary phenomenon beset airline stocks, with passenger revenue affected internationally by World Cup soccer mania. Leading the airline stocks lower were United Continental Holdings�(UAL),�Delta Air Lines (DAL) and American Airlines (AMR).

Best Heal Care Companies To Buy For 2014: Iberpapel Gestion SA (IBG)

Iberpapel Gestion SA is a Spain-based holding company engaged in the paper industry. The Company operates through three divisions: Forestry, involved in the acquisition and cultivation of eucalyptus plantations in Argentina, Uruguay and Spain; Industrial, focused on the production of bleached pulp and paper products, and Commercial, specialized on the distribution of products such as printing and photocopy paper, offset paper, light-coated paper, laser printing paper, paper bags and envelopes. The Company�� subsidiaries include Distribuidora Papelera SA, Moliner Dominguez y Cia SA, Ibereucaliptos SA, Papelera Guipuzcoana de Zicunaga SA, Central de Suministros de Artes Graficas Papel SA and Copaimex SA, among others. The Company�� major shareholders include ONCHENA, SL and BESTINVER GESTION, SA. Advisors' Opinion:
  • [By GURUFOCUS]

    The top contributing stock for the quarter was Saft Groupe (XPAR:SAFT).� The company has two main divisions: the Specialty Battery Group (SBG), which makes lithium batteries for various end markets including satellites, utility meters and military applications; and the Industrial Battery Group (IBG), which produces rechargeable nickel and lithium-ion batteries for industrial back-up power, aviation, rail, telecom and energy storage industries.�

  • [By Holly LaFon]

    The top contributing stock for the quarter was Saft Groupe (XPAR:SAFT).� The company has two main divisions: the Specialty Battery Group (SBG), which makes lithium batteries for various end markets including satellites, utility meters and military applications; and the Industrial Battery Group (IBG), which produces rechargeable nickel and lithium-ion batteries for industrial back-up power, aviation, rail, telecom and energy storage industries.�

Best Heal Care Companies To Buy For 2014: Westfield Group (WEFIF)

Westfield Group is engaged in ownership, development, design, construction, funds/asset management, leasing and marketing activities undertaken with respect to its global portfolio of retail properties. Property investments segment includes net property income from existing shopping centers and completed developments, revaluation of existing centers and other operational expenses. Property and project management segment includes income from third parties, property management and development fees, and associated business expenses. The development segment includes revaluation of redevelopments and development projects. The corporate business unit includes unallocated corporate entity expenses. In November 2013, Starwood Capital Group LLC acquired a majority interest in seven regional malls in the United States from the Westfield Group. Advisors' Opinion:
  • [By MARKETWATCH]

    LOS ANGELES (MarketWatch) -- Australia stocks tilted lower early Monday as the Sydney markets reacted to last week's disappointing jobs numbers out of the U.S., with the S&P/ASX 200 (AU:XJO) down 0.2% at 5,304.40. Data out Friday showed the U.S. added a net 74,000 jobs, trailing a forecast for 193,000 positions, and while Wall Street ended mixed following the numbers, Australian stocks will global exposure moved lower. Financial major Macquarie Group Ltd. (AU:MQG) (MCQEF) fell 1.8%, mall developer Westfield Group Australia (AU:WDC) (WEFIF) retreated 0.6%, and media firm News Corp. (AU:NWS) (NWS) -- the parent of MarketWatch, publisher of this report -- gave up 1.3%. But the jobs report also depressed the U.S. dollar, which helped boost prices for dollar-denominated commodities, and this in turn supported Australian resource shares. BHP Billiton Ltd. (AU:BHP) (BHP) gained 0.6%, Rio Tinto Ltd. (AU:RIO) (RIO) added 0.9%, Alumina Ltd. (AU:AWC) (AWCMF) rallied 4.5%, and Fortescue Metals Group Ltd. (AU:FMG) (FSUMF) improved by 1.2%. A strong showing for Comex gold on Friday also sent Newcrest Mining Ltd.

  • [By MARKETWATCH]

    LOS ANGELES (MarketWatch) -- Australian stocks fell early Wednesday, tracking a weak lead from the U.S. but with a few blue-chip miners higher after gains for some commodities overnight. The S&P/ASX 200 (AU:XJO) retreated 0.4% to 5,237.80 after similar losses for the main Wall Street indexes, with the Australian benchmark trading around its lowest level since October. Among the major decliners, Qantas Airways Ltd. (AU:QAN) (QUBSF) lost 2.5%, Harvey Norman Holdings Ltd. (AU:HVN) (HNORY) gave up 1.3%, and Incitec Pivot Ltd. (AU:IPL) (ICPVY) fell 1.8%. Santos Ltd. (AU:STO) (STOSF) fell 2.6% on indication it will miss its lowered production guidance for 2013, according to the Australian Financial Review. On the upside, top miners BHP Billiton Ltd. (AU:BHP) (BHP) and Rio Tinto Ltd. (AU:RIO) (RIO) rose 0.3% and 0.7%, respectively, while Fortescue Metals Group Ltd. (AU:FMG) (FSUMF) traded 1% higher. Shares of global shopping-mall developer Westfield Group Australia (AU:WDC) (WEFIF) were on halt

Best Heal Care Companies To Buy For 2014: PetMed Express Inc.(PETS)

PetMed Express, Inc., doing business as 1-800-PetMeds, operates a pet pharmacy in the United States. It markets non-prescription and prescription pet medications; and other health products for dogs and cats, as well as direct to consumers. The company?s non-prescription medications include flea and tick control products, bone and joint care products, vitamins and nutritional supplements, and hygiene products. Its prescription medications comprise heartworm preventatives; arthritis, thyroid, diabetes, and pain medications; antibiotics and other specialty medications; and generic substitutes. In addition, the company, through its Web site, 1800petmeds.com, sells beds, crates, stairs, strollers, and other pet supplies. PetMed Express offers its products under the Frontline Plus, K9 Advantix, Advantage, Heartgard Plus, Sentinel, Interceptor, Program, Revolution, Deramaxx, and Rimadyl brands. The company markets its products through national television, online, and direct mail /print advertising campaigns, as well as through telephone, catalogs, brochures, and postcards. It primarily serves retail customers. PetMed Express was founded in 1996 and is headquartered in Pompano Beach, Florida.

Advisors' Opinion:
  • [By John Udovich]

    About�a week ago, Wall Street was biting small cap pet stock Petmed Express Inc (NASDAQ: PETS) for not living up to its earnings expectations�- meaning it might be worth taking a closer look at the stock�and compare its performance with other pet stocks like mid cap PetSmart, Inc (NASDAQ: PETM) and small cap VCA Antech Inc (NASDAQ: WOOF). I should also mention that we have recently added Petmed Express to our SmallCap Network Elite Opportunity (SCN EO) portfolio because we think the stock is undervalued in the pet space and has tremendous growth potential�moving forward.

  • [By Seth Jayson]

    PetMed Express (Nasdaq: PETS  ) is expected to report Q1 earnings around July 15. Here's what Wall Street wants to see:

    The 10-second takeaway
    Comparing the upcoming quarter to the prior-year quarter, average analyst estimates predict PetMed Express's revenues will grow 1.3% and EPS will increase 10.0%.

  • [By Seth Jayson]

    PetMed Express (Nasdaq: PETS  ) reported earnings on July 22. Here are the numbers you need to know.

    The 10-second takeaway
    For the quarter ended June 30 (Q1), PetMed Express beat expectations on revenues and beat expectations on earnings per share.

  • [By Sean Williams]

    The most logical choice to invest in a burgeoning and ongoing domestication of our pets is by looking into pet superstores like PetSmart (NASDAQ: PETM  ) . While online companies like PetMed Express (NASDAQ: PETS  ) offer the convenience of ordering medications from the comfort of your home, pets -- like humans -- need personalized care that you usually just can't get from the click of a mouse. This means that PetSmart is bound to stay busy with physical store visits from consumers who want only the best for Fido or their feline. And the proof is certainly in the pudding --PetSmart hasn't delivered an annual revenue decline once over the past decade with total sales up 125% since 2004.

Best Heal Care Companies To Buy For 2014: VizStar Inc (VIZS)

VizStar, Inc. (VizStar), formerly Easy CD Yearbook, Inc., incorporated on June 27, 2006, is a development-stage company. The Company focuses to market software, which enables schools, clubs and organizations to produce their own multimedia yearbook. On June 11, 2010, Celestial Jets, Inc. (Celestial Jets) merged with the Company. Celestial Jets merged (the merger) with and into the Company�� wholly owned subsidiary, Celestial Acquisition Corp. Upon the merger, the name of Celestial Acquisition Corp. became Celestial Jets, Inc. In December 2012, the Company acquired Kimberly Parry Corporation.

A multimedia yearbook is a compact disc (CD)/ digital versatile disc (DVD), which contains video, photos, audio and text that is personal computer (PC) and Mac compatible. As of May 31, 2010, the Company had no revenues.

The Company competes with Yeardisk, Digital Journey LLC and Interactive Software Designs.

Advisors' Opinion:
  • [By Peter Graham]

    Small cap stocks VizStar Inc (OTCMKTS: VIZS), SOHM Inc (OTCMKTS: SHMN) and American Soil Technologies, Inc (OTCMKTS: SOYL) have been getting some attention in various investment newsletters with two out of three of these stocks being the subject of paid promotions. However, there is nothing wrong with some paid for attention so long as everything is properly disclosed, but its going to be up to investors and traders alike to ultimately decide whether any of these stocks have what it takes to be the next hot stock. With that in mind, here is a quick reality check about all three small cap stocks:

Top 5 Low Price Stocks To Watch For 2014

Indian investors always had a fascination towards precious metals and stones owing to their hedging ability against the rising inflation and economic uncertainties. While investing in gold and silver has been going on, another investment avenue that is blooming since past few years is the ��oble metal��or platinum. Although platinum has a very short financial trading history associated with it compared to other precious metals, it is slowly becoming one of the favorite investment platform for Indian investors as well. Investing in platinum not only helps in diversifying investment portfolio, but also in providing a smart long term investment strategy.

Platinum is available in the physical form as collectable coins while financial options are available globally including active trade in the National Spot exchange in India.

Platinum Vs Gold: 
Less than a decade ago platinum prices were exponentially high and were nearly 150% the price of gold. With an extended bull run in gold coupled with increasing global recession in platinum manufacturing countries as well as industrial sectors, platinum prices have come down to nearly the same level as gold.  As of first week of November, platinum was trading at Rs. 3,256 per gram compared to Rs. 3,134 per gram for gold. According to industry experts as well as financial analysts, platinum is expected to rally around these levels for the next few months till economic recovery is back on track. The existing low prices of platinum however offer great investment opportunities to the smart investor to jump on the investment bandwagon.

Top Clean Energy Stocks To Watch Right Now: Symrise AG (SY1)

Symrise AG is a Germany-based fragrances and flavors manufacturer. The Company diversifies its activities into two business divisions: Flavor & Nutrition and Scent & Care. The Flavor & Nutrition business division produces flavors in liquid, powder, granulated and paste form, providing individual flavors as well as complete solutions which, apart from aroma, can contain additional functional raw materials, colorants or microencapsulated components. The products are divided into the beverages, savory, sweet and consumer health groups. The Scent & Care business division is divided into Fragrances, Oral Care, Life Essentials and Aroma Molecules. The Fragrances products are divided into the Fine Fragrances, Personal Care and Household groups. The Life Essentials are used in the cosmetic ingredients market, and include Botanicals and Cosmetic Ingredients, among others. The Aroma Molecules are used in the aroma chemicals market, and include Sensates (Menthols), among others. Advisors' Opinion:
  • [By Inyoung Hwang]

    Symrise AG (SY1) jumped 5.7 percent to 32.95 euros. The fourth-largest maker of flavors and fragrances pledged to remain one of the most profitable companies in its industry amid higher demand for aroma molecules and fragrances. Earnings before interest, taxes, depreciation and amortization, will be about 20 percent of sales in 2013 and will stay in the range of 19 percent to 22 percent in coming years, the company said today.

Top 5 Low Price Stocks To Watch For 2014: PulteGroup Inc.(PHM)

PulteGroup, Inc., through its subsidiaries, engages in homebuilding and financial services businesses primarily in the United States. The company?s homebuilding business includes the acquisition and development of land primarily for residential purposes within the United States; and the construction of housing on such lands. It offers various home designs, including single-family detached, townhouses, condominiums, and duplexes under the Pulte Homes, Del Webb, and Centex brand names. As of December 31, 2011, its homebuilding operations offered homes for sale in approximately 700 communities. The company?s financial services business consists of mortgage banking and title operations. It arranges financing through the origination of mortgage loans for its homebuyers; sells such loans and related servicing rights; and provides title insurance policies as an agent, and examination and closing services to its home buyers. The company was formerly known as Pulte Homes, Inc. an d changed its name to PulteGroup, Inc. in March 2010. PulteGroup, Inc. was founded in 1956 and is headquartered in Bloomfield Hills, Michigan.

Advisors' Opinion:
  • [By Ben Levisohn]

    Consider: KB Home (KBH) and DR Horton (DHI) have dropped 29% during the past six months, while PulteGroup (PHM) has declined 24% and Lennar (LEN) is off 20%.

  • [By Paul Ausick]

    PulteGroup Inc. (NYSE: PHM) also expects the housing market to improve. When it reported results in July, the company�� CEO said that the U.S. home market is ��olidly on track towards a sustained, long-term recovery��and that the rise in interest rates had ��ittle effect��on buyers. Shares are down about 32.5% since mid-May.

  • [By Will Ashworth]

    Whatever happens in the next three quarters, you can rest assured that Lennar is going to be one of the main beneficiaries of any spring thaw. LEN stock, like most homebuilders, hasn�� done well in the past year. Given its strong earnings, I don�� see any reason why that can�� change as we move into the summer selling season.

    Homebuilders to Buy: PulteGroup (PHM)

    KeyBanc analyst Kenneth Zener downgraded LEN stock from buy to hold in early March. At the same time, the analyst upgraded PulteGroup (PHM) from hold to buy citing its measured growth combined with an attractive valuation as reasons for buying PHM stock.

Top 5 Low Price Stocks To Watch For 2014: Market Vectors Steel ETF (SLX)

Market Vectors Steel ETF (the Fund) seeks to replicate as closely as possible the price and yield performance of the NYSE Arca Steel Index (STEEL or the Index) by investing in a portfolio of securities that generally replicates STEEL. STEEL, calculated by the NYSE Alternext, is a modified market capitalization-weighted index consisting of publicly traded companies predominantly involved in the production of steel products or mining and processing of iron ore. The Index includes companies primarily involved in a variety of activities related to steel production, including the operation of manufacturing mills and fabrication of steel products. Companies eligible for inclusion in Index should be engaged in solar power and related products and services, deriving at least 66% of revenues from it with market cap exceeding $100 million, and should have three-month trading volume equal to or greater than $1 million per day. Its investment advisor is Van Eck Associates Corporation. Advisors' Opinion:
  • [By John Udovich]

    On Monday, Goldman Sachs upgraded the whole steel sector from Cautious to Neutral and specifically upgraded small cap and mid cap steel stocks AK Steel Holding Corporation (NYSE: AKS), United States Steel Corporation (NYSE: X) and Steel Dynamics Inc. (NASDAQ: STLD) to Buy with price targets of $6, $30 and $22, respectively, but should you go for one of these individual steel stocks or for the Market Vectors Steel ETF (NYSEARCA: SLX)? To begin with, Goldman Sachs says that the�supply-demand fundamentals for steel are starting to look more appealing as some supply has been taken out plus they have a very bearish view on input costs (as in iron ore)���which bodes well for steel producers in the long run. Moreover, recently filed trade cases could provide some tailwind���if they are successful.�Of course a rising tide can lift all ships, but Goldman Sachs suggests that you go for the following�small cap or mid cap steel stocks:�

  • [By Ben Levisohn]

    In our late October report on X, we noted the Company was “scratching the surface” on operational improvement, and we expected shares to edge higher over the near term. While X shares have appreciated by 16% since that report vs. the S&P 500 of +4% and the [Market Vectors Steel ETF (SLX)] of +3%, we believe shares have more room to run based on our positive carbon hot-rolled steel pricing revisions for 2014: meaningful raw material cost tailwinds (coal, scrap, iron ore); low Street EPS and EBITDA expectations for 2014-2015; an ever-increasing interest rate environment (benefits for pension exposure); more evidence of European macro stability; and above-average likelihood of incremental operational efficiency announcements such as a joint venture or tolling agreement with Allegheny Technologies Incorporated (ATI).

Top 5 Low Price Stocks To Watch For 2014: Micron Technology Inc.(MU)

Micron Technology, Inc., together with its subsidiaries, engages in the manufacture and marketing of semiconductor devices worldwide. Its products include dynamic random access memory (DRAM) products that provide data storage and retrieval, which include DDR2 and DDR3; and other specialty DRAM memory products, including DDR, SDRAM, DDR and DDR2 mobile low power DRAM, pseudo-static RAM, and reduced latency DRAM. The company also offers NAND flash memory products, which are electrically re-writeable and non-volatile semiconductor devices that retain content when power is turned off. In addition, it provides NOR flash memory products that are electrically re-writeable and non-volatile semiconductor memory devices; phase change memory products; and image sensor products. Micron Technology?s products are used in a range of electronic applications, including personal computers, workstations, network servers, mobile phones, flash memory cards, USB storage devices, digital still c ameras, MP3/4 players, and in automotive applications. It sells its products to original equipment manufacturers and retailers through internal sales force, independent sales representatives, and distributors, as well as through a Web-based customer direct sales channel. The company was founded in 1978 and is headquartered in Boise, Idaho.

Advisors' Opinion:
  • [By Ben Levisohn]

    Can you decide which is the bigger disaster? On the one hand, there’s the Other Woman, the new Cameron Diaz flick that’s most notable for a slow motion shot of her and a bikini-clad Kate Upton running. On the other, there’s the stock market which finished down this week after tumbles by Netflix (NFLX) and Intuitive Surgical (ISRG) outweighed big gains in Apple (AAPL), Micron Technology (MU) and Diamond Offshore (DO).

  • [By Jake L'Ecuyer]

    (c) 2013 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

      Around the Web, We're Loving... Learn to Use Trading Platforms Like Hedge Fund Traders do Rumsfeld: Denial of Benefits to Fallen Soldiers' Families 'Inexcusable' Come See How the Pro's Trade in this Exclusive Webinar Facebook, Baidu Lead Big Caps Beating Shutdown What Should You Know About AMZN? Most Popular Short Sellers Pile On Facebook and Google (FB, GOOG, ZNGA) CORRECTION: Micron Falls After Confusion on Better-Than-Expected Q4 Results (MU) Jim Chanos Talks Long, Short And Ugly Trades Jefferies Reiterates Buy on Amarin Corporation on Continued Positive Outlook iPhone 5C Might Be 50% Less Popular Than Apple Anticipated A Sell Signal Worth Paying Attention To
  • [By Jon C. Ogg]

    Micron Technology Inc. (NASDAQ: MU) and SanDisk Corp. (NASDAQ: SNDK) are both winning at the loss of one of their competitors in the world of DRAM. Reports of a fire at a Chinese plant under rival SK Hynix Semiconductor is giving these companies another leg up. In fact, Micron even hit a new multiyear high earlier on Wednesday.

  • [By Ben Axler]

    An old spin-out of Eaton Corp. (ETN), Axcelis Technologies (ACLS) designs, manufactures and services ion implantation, dry strip and other processing equipment used in the fabrication of semiconductor chips. The semiconductor capital equipment industry is very cyclical, and as a smaller player in the industry, ACLS has not been immune, and gone through protracted periods of losses. In the past few years, the company has taken numerous steps to reposition itself for the next cyclical upswing by listening to its customers and investing heavily in R&D to revamp its product line to expand its addressable market opportunity, right-sizing its cost structure to substantially lower its breakeven level, establishing new collaborative partnerships, and optimizing its balance sheet to unlock value. Now with signs of a cyclical upswing occurring, and being led by memory - Micron (MU) and SanDisk (SNDK), ACLS is poised for accelerating earnings potential beginning in Q4'2013 that could drive its stock price substantially higher. However, with a few nearer-term catalysts on the horizon, investors may not want to wait too long before purchasing shares. As an early indicator, investors should consider that insiders recently purchased the stock in the open market in August at current levels. These stock purchases coincide with the one year anniversary of ACLS's new Purion M product line entering an evaluation period with a major customer. Sell-side analysts are starting to take notice and listening in to the company's recent conference call, which at least opens the door to new broker initiations in the future. The downside risk appears mitigated by ACLS's strengthened balance sheet, and dramatically improved operating financial model that has stemmed further cash burn. As the company hits an inflection point with new customer contracts and proves its earnings cycle is under way, we expect ACLS's valuation discount to peers to narrow and the stock to appreciate substantially

Wednesday, July 23, 2014

Hot Regional Bank Companies To Invest In Right Now

A month ago, we were ahead of the curve calling for an uptick in regional bank stocks: “Regional Banks: In The Sweet Spot” (December 6, 2013).

That article appears to be spot on, as more and more banking sector analysts upgrade their calls on regional banks. Indeed, most regional bank stocks are headed in a northerly direction.

While that’s good news for any regional bank investor, one bank stock really holds my interest this week: SunTrust Bank (NYSE: STI), which is threatening to explode into breakout status as 2014 gets rolling. More on the merits of SunTrust in a moment, but first some background.

Last month, Credit Suisse analyst Craig Siegenthaler created a buzz with an interesting prediction: the nine regional US banks subjected to stress tests from the Federal Reserve would likely see their stock prices rise by 20 percent across the board.

Siegenthaler looks like Nostradamus right now, as 2013 flips into 2014. Without exception, share prices on all of the “Siegenthaler Nine” have risen over the past five weeks, and that tells us he’s on to something with regional bank stocks.

Top 5 Tech Stocks To Buy Right Now: Morgan Stanley China A Share Fund Inc.(CAF)

Morgan Stanley China A Share Fund, Inc. is a closed-ended equity mutual fund launched and managed by Morgan Stanley Investment Management Inc. It is co-managed by Morgan Stanley Investment Management Company. The fund invests in the public equity markets of China. It seeks to invest in the stocks of companies operating across diversified sectors. The fund invests in the growth stocks of companies. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. The fund benchmarks the performance of its portfolio against the Morgan Stanley Capital International China A Share Index. Morgan Stanley China A Share Fund, Inc. was formed on July 6, 2006 and is domiciled in the United States.

Advisors' Opinion:
  • [By pamatlarge]

    As the Chinese economy slows down, investors can profit by shorting a long ETF that holds Chinese stocks in major industries. The iShares China Large-Cap ETF (FXI) has a market cap of $5.12 billion and is among the most heavily traded ETFs. The ETF concentrates its holdings in financial services, communication services and technology. The SPDR China ETF (GXC) is another large-cap ETF that is heavily invested in Chinese financial service companies and technology companies. The Morgan Stanley China A Share Fund (CAF) has a much smaller market cap of $474 million. This ETF invests in a broad range of industries including Chinese commercial banks, insurance companies and pharmaceutical companies. Holding a short position with these ETFs could pay off when one or more sections hits a downturn.

Hot Regional Bank Companies To Invest In Right Now: Global Sources Ltd.(GSOL)

Global Sources Ltd. operates as a business-to-business media company primarily in greater China. It provides sourcing information to volume buyers and integrated marketing services to suppliers. The company offers trade information using online media, print media, and face-to-face events. Its products and services comprise online product information and listing services; organizing trade shows; and advertising and marketing creative services; trade publications in print and digital formats; and china sourcing reports. The company uses English-language media to facilitate trade from Greater China to the world, as well as utilizes Chinese-language media to enable companies to sell to, and within, Greater China. It delivers information on approximately 5.7 million products and approximately 262,000 suppliers annually through 14 online marketplaces, 13 monthly print and 18 digital magazines, approximately 90 sourcing research reports, and 73 specialized trade shows a year in 9 cities. The company was founded in 1970 and is based in Hamilton, Bermuda.

Advisors' Opinion:
  • [By Seth Jayson]

    Calling all cash flows
    When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on Global Sources (Nasdaq: GSOL  ) , whose recent revenue and earnings are plotted below.

Hot Regional Bank Companies To Invest In Right Now: Electro Scientific Industries Inc (ESIO)

Electro Scientific Industries, Inc. (ESI) incorporated on April 19, 1949, is a supplier of laser-based manufacturing solutions for the microtechnology industry. The Company operates high-technology manufacturing equipment, which consists of products that are organized in three groups: interconnect & microfabrication, semiconductor and components. The Company�� laser systems enable precise structuring of micron to submicron features in components and devices which are used in a wide variety of end products in the consumer electronics, computer, semiconductor, communications and other markets. Its laser microfabrication systems allow microelectronics, semiconductor, and other microtechnology manufacturers to physically alter select device features during high-volume production. In June 2012, it acquired Eolite Systems.

The Company�� laser-based systems improve production yields or enable improved performance for flexible and rigid high density interconnect printed circuit boards, semiconductor devices, light emitting diodes (LEDs), advanced semiconductor packaging, touch-panel glass, flat panel liquid crystal displays (LCDs) and other high value components. Additionally, it produces high-capacity test and inspection equipment that is critical to control process during the production of multilayer ceramic capacitors (MLCCs). Its equipment ensures that each component meets the electrical and physical tolerances required to perform properly. Lastly, it produces systems that use photonic technology to perform precision inspection for control and defect identification. The Company�� Interconnect & Microfabrication Group products address an expanding number of applications and materials on a broad set of substrates, including panels, continuous-feed reels, and discrete three dimensional components or devices.

Interconnect Via Drilling

For electrical interconnect applications, The Company�� laser via micro fabrication systems target applications that require the ! highest accuracy and smallest via (hole) dimensions to create electrical connections between layers in flexible circuits, high-density circuit boards and IC packages. The Company�� microvia drilling technology addresses the rapidly changing applications in IC packages, multichip modules and HDI circuit boards. Its ultraviolet (UV) laser processing systems employ technology in lasers, optics and motion control.

Advanced Microfabrication

The Company offers several platforms that enable customers to perform precision drilling, scribing, cutting, etching, routing or marking on many different types of materials and devices including glass, metal, plastic, paint and ceramics. It also offer laser ablation systems that ablate material for identification and analysis applications, including forensics, mineral analysis and research.

Semiconductor Group (SG)

The Company�� Semiconductor Group products address multiple applications that utilize laser energy to process materials on wafer-based substrates. This includes traditional silicon wafers, LEDs wafers, and new ultrathin silicon wafers used in the three-dimensional (3D) packaging applications. Semiconductor Memory Yield Improvement Systems includes semiconductor memory yield improvement products are designed to cost-effectively enable post-repair yield improvements in the manufacturing of dynamic random access memory (DRAM) memory devices.

3D Semiconductor Wafer Processing

The 3D chip packaging technologies is driving the need for silicon wafers to become thinner in order to allow for stacking of wafers within the same packaging geometry. As wafers become thinner, they become more challenging to cut into discrete chips using traditional mechanical saws. The Company�� model 9900 uses a laser to dice ultra-thin silicon wafers, those with a thickness of 50 microns or below, and to singulate interposers. In addition, this platform can be used to scribe next generation thin film ! materials! that lend themselves to laser processing.

LED Wafer Scribing

The Company�� AccuScribe line of sapphire wafer scribing systems is a key component in the manufacture of LEDs. During production, LEDs are created on a thin wafer of synthetic sapphire crystal that must be broken into individual units at the end of the process. The brittle nature of the sapphire wafer requires that it be carefully cut in order to prevent unwanted fractures, yield losses, and lower light output when the wafer is broken apart into discrete LEDs. The AccuScribe systems use a laser to scribe the wafer with a precise groove between individual LEDs. When mechanical force is applied to the wafer, it fractures along these grooves and allows the wafer to be split apart into discrete LEDs. These systems are capable of scribing both standard and high brightness designs for general illumination applications. In addition, this platform can be used to address singulation of various LED packaging materials.

LCD Repair

The Comapny's laser LCD repair systems are critical to improving yields in the manufacture of flat panel displays. During production, individual pixels of a display may develop electrical defects that result in no light emission or the emission of only a steady white light. To correct these defects, flat panel display producers employ a laser repair process to isolate the electrical defects during production by cutting the inputs to the pixel. Its laser systems are primarily sold to the manufacturers of LCD repair tools as a key component of their products.

Semiconductor Systems

The products include industry wafer marking equipment, wafer and circuit trim tools, and LCD repair tools. Wafer marking equipment is used for serialization and wafer identification by both manufacturers of semiconductor wafers and within semiconductor fabs. Wafer and circuit trim tools are laser systems that adjust the electrical performance of semiconductor devic! es or hyb! rid circuits by removing a precise amount of material from one or more circuit components.

Components Group (CG)

The Company designs and manufactures products that combine high-speed small parts handling technology with real-time control systems to provide automated, cost-effective inspection solutions for manufacturers of MLCC and other passive components such as capacitor arrays, inductors, resistors, varistors and hybrid circuits. These components, produced in quantities of trillions of units per year, process analog, digital and high-frequency signals and are used in all electronic products.

The Company provides several types of products and solutions in this market. Its MLCC test systems employ high-speed handling and positioning techniques to precisely load, test and sort MLCCs based on their electrical energy storage capacity, or capacitance, and their electrical energy leakage, or dissipation factor. Its 35XX series is the productive tester. Its 3510 model enables high speed testing of the industry�� smallest metric 0402 capacitors used primarily in advanced cell phone and tablet designs. It also produces consumable products, such as carrier plates and termination belts, both of which are used to hold MLCCs during the manufacturing and testing process.

The Company competes with Mechanics, Ltd., LPKF Laser & Electronics AG, Mitsubishi Electric Corporation, Orbotech Ltd., InnoLas Systems GmbH, DISCO Corporation, Laser Solutions, Inc., Quantel USA, Inc., Humo Laboratory, Ltd. and HOYA Corporation.

Advisors' Opinion:
  • [By Evan Niu, CFA]

    What: Shares of Electro Scientific (NASDAQ: ESIO  ) popped briefly today, up by 11% at the high, after the company reported earnings.

    So what: Revenue in the fiscal fourth quarter totaled $39.6 million, which translated into a non-GAAP net loss of $1 million, or $0.03 per share. Both figures came out better than expected, as consensus estimates were calling for $38.1 million in revenue and an adjusted loss of $0.07 per share.

  • [By Eric Volkman]

    Electro Scientific Industries (NASDAQ: ESIO  ) has a new division under its corporate wing. The company has inked a definitive agreement to purchase the semiconductor systems unit of GSI Group (NASDAQ: GSIG  ) . The terms of the deal were not disclosed.

Hot Regional Bank Companies To Invest In Right Now: Chevron Corporation(CVX)

Chevron Corporation, through its subsidiaries, engages in petroleum, chemicals, mining, power generation, and energy operations worldwide. It operates in two segments, Upstream and Downstream. The Upstream segment involves in the exploration, development, and production of crude oil and natural gas; processing, liquefaction, transportation, and regasification associated with liquefied natural gas; transportation of crude oil through pipelines; and transportation, storage, and marketing of natural gas, as well as holds interest in a gas-to-liquids project. The Downstream segment engages in the refining of crude oil into petroleum products; marketing of crude oil and refined products primarily under the Chevron, Texaco, and Caltex brand names; transportation of crude oil and refined products by pipeline, marine vessel, motor equipment, and rail car; and manufacture and marketing of commodity petrochemicals, plastics for industrial uses, and fuel and lubricant additives. It a lso produces and markets coal and molybdenum; and holds interests in 13 power assets with a total operating capacity of approximately 3,100 megawatts, as well as involves in cash management and debt financing activities, insurance operations, real estate activities, energy services, and alternative fuels and technology business. Chevron Corporation has a joint venture agreement with China National Petroleum Corporation. The company was formerly known as ChevronTexaco Corp. and changed its name to Chevron Corporation in May 2005. Chevron Corporation was founded in 1879 and is based in San Ramon, California.

Advisors' Opinion:
  • [By John Divine]

    The oil and gas sector was the only major sector to decline today, and Chevron (NYSE: CVX  ) shares acted unsurprisingly, slipping 0.8% as a result. Today, the company announced a $1.5 billion investment in an Argentine energy company, but for the $240 billion Chevron, that's just a drop in the bucket.

  • [By Jeremy Bowman]

    Oil giants Chevron (NYSE: CVX  ) and ExxonMobil (NYSE: XOM  ) were also down sharply, each falling 2.8% on lower oil prices. Oil prices are sensitive to overall economic activity and cooler growth in China will ease demand. Chevron and Exxon are rarely big movers in the Dow, but with oil prices now under $90 a barrel, the energy producers could see a recovery in the commodity soon.

Hot Regional Bank Companies To Invest In Right Now: Gartner Inc (IT)

Gartner, Inc. (Gartner), incorporated on June 1, 1990, is an information technology (IT) research and advisory company. The Company operates in three business segments: Research, Consulting and Events.

Research provides objective insight on critical and timely technology and supply chain initiatives for chief information officers (CIO), other IT professionals, supply chain leaders, technology companies and the investment community through reports, briefings, tools, access to its analysts, peer networking services and membership programs that enables its clients to make better decisions about their IT and supply chain investments. Consulting provides customized solutions to client needs through on-site, day-to-day support, as well as tools for measuring and improving IT performance with a focus on cost, performance, efficiency, and quality. Events provide IT, supply chain and business professionals the opportunity to attend various symposia, conferences and exhibitions to learn, contribute and network with their peers.

Research

Gartner delivers independent, objective IT research and insight primarily through a subscription-based, digital media service. Gartner Research is the fundamental building block for all Gartner services and covers all technology-related markets, topics and industries, as well as supply chain topics. The Company combines its research methodologies with industry and academic relationships to create Gartner solutions that address each role within an IT organization.

The Company�� research agenda is defined by clients��needs, focusing on the critical issues, opportunities and challenges they face every day. Research analysts provide in-depth analysis on all aspects of technology, including hardware; software and systems; services; IT management; market data and forecasts; and vertical-industry issues. The Company�� research content is presented in the form of reports, briefings, updates and related tools, is delivered direc! tly to the client�� desktop via its Website and/or product-specific portals.

Consulting

Gartner Consulting deepens relationships with its research clients by extending the reach of its research through custom consulting engagements. Gartner Consulting brings together its research insight, benchmarking data, problem-solving methodologies and hands-on experience to improve the return on a client�� IT investment. Consulting solutions capitalize on Gartner assets that are invaluable to IT decision making, including: its research, which ensures that its consulting analyses and advice are based on a deep understanding of the IT environment and the business of IT; its market independence, which keeps its consultants focused on its client�� success.

Gartner Consulting provides solutions to CIOs and other IT executives, and to those professionals responsible for IT applications, enterprise architecture, go-to-market strategies, infrastructure and operations, programs and portfolio management, and sourcing and vendor relationships. Consulting also provides targeted consulting services to professionals in specific industries. Finally, the Company provides actionable solutions for IT cost optimization, technology modernization and IT sourcing optimization initiatives.

Events

Gartner Symposium/ITxpo events and Gartner Summit events are gatherings of technology�� senior IT professionals, business strategists and practitioners. Gartner Events offers relevant and actionable technology sessions led by Gartner analysts to clients and non-clients. These sessions are augmented with technology showcases, peer exchanges, analyst one-on-one meetings, workshops and keynotes by technology�� top leaders. They also provide attendees with an opportunity to interact with business executives from the technology companies.

Gartner Events attract high-level IT and business professionals who seek in-depth knowledge about technology products and serv! ices. Gar! tner Symposium/ITxpo events are strategic conferences held in various locations throughout the world for CIOs and other senior IT and business professionals. Gartner Summit events focus on specific topics, technologies and industries, providing IT professionals with the insight, solutions and networking opportunities to succeed in their job role. Finally, the Company offers targeted events for CIOs and IT executives, such as CIO Leadership Forum.

Advisors' Opinion:
  • [By Patricio Kehoe]

    CA Technologies (CA) is an enterprise information technology (IT) management software and solutions company. The company�� products are designed to operate in a range of IT environments, from mainframe and physical to virtual and cloud. The company has three operating segments: Mainframe Solutions, Enterprise Solutions and Services.

  • [By Sally Jones]

    Here�� a drill-down on two Internet technology (IT) stocks in David Tepper�� portfolio that are doing well and seem to have the technology ��t factor.��NetApp Inc. (NTAP) is a data storage provider that customizes solutions for a wide variety of applications, such as enabling original equipment manufacturers to offer IT and storage solutions that serve specific customer requirements. Check Point Software Technologies Ltd. (CHKP) from Israel is on a global mission to make the Internet secure, also via IT security.

  • [By Paul Ausick]

    Elop did not create Nokia�� troubles, but he didn�� solve them either. According to Gartner Inc. (NYSE: IT), Nokia held a 14% share of the global mobile phone market at the end of the second quarter and sold nearly 61 million units, second only to Samsung Electronics which had a market share of almost 25% and sold more than 107 million units.

Hot Regional Bank Companies To Invest In Right Now: Silver Bay Realty Trust Corp (SBY)

Silver Bay Realty Trust Corp., incorporated on June 29, 2012, is focused on the acquisition, renovation, leasing and management of single-family properties. The Company generates all of its revenue by leasing its portfolio of single-family properties.

As of September 30, 2012, the initial portfolio consisted of more than 2,540 single-family properties. As of September 30, 2012, Two Harbors owned a portfolio of approximately 1,660 single-family properties through its wholly owned subsidiary, Two Harbors Property Investment LLC. The Company is managed by PRCM Real Estate Advisers LLC.

Advisors' Opinion:
  • [By Amanda Alix]

    2013 is starting off sweet for the hybrid REIT
    Despite missing earnings per share estimates by $0.03, Two Harbors managed to keep its net interest spread at 2.9%, with no decrease from the previous quarter. The trust took a hit on book value of $0.35 -- not too disappointing considering the special Silver Bay Realty (NYSE: SBY  ) dividend of $1.01 Two Harbors passed around with its own $0.32 payout, about six weeks ago.

  • [By Amanda Alix]

    This spring, however, signs of a slowdown began to appear. The number of distressed properties began to diminish, prices began ticking upward, and interest rates started a slow rise. However, two snippets of good news may help float the boats of private equity firm Blackstone Group (NYSE: BX  ) , and single-family REITs Silver Bay (NYSE: SBY  ) and American Residential Properties (NYSE: ARPI  ) : easier credit, and higher foreclosure rates.